Accessing Invoice Information in Pabbly Subscription Billing

Summary

This video provides an overview of the 'Invoice' tab in Pabbly Subscription Billing. It explains how to view, customize, and manage invoices for successful and failed transactions. Users can add notes, send invoices via email, print, or delete them. The video also covers how to record payments for pending transactions made outside Pabbly's checkout and how to collect charges from customers with saved card details. Additionally, users can export invoice data as CSV files. For any questions, viewers are encouraged to contact Pabbly's support team.

Takeaways

• 😀 The Invoice tab in Pabbly Subscription Billing lists all invoices generated, including successful and failed transactions.
• 🧾 The colored dots next to invoices indicate their status, such as paid, refunded, or sent but unpaid.
• 🔍 Users can view an invoice by clicking the blue highlighted invoice number, which shows all transaction details.
• 📝 Invoices are customizable through the settings, specifically in the Invoice Settings section.
• 💬 Users can add notes to invoices, which will appear at the bottom of the invoice once submitted.
• 📧 Invoices can be sent directly to customers via email or printed using available options.
• ❗ Deleting an invoice is irreversible, and users are advised to be cautious when using this feature.
• 💵 The 'Record Payment' option allows users to manually mark an invoice as paid if the payment was received outside of Pabbly's checkout page.
• 💳 The 'Collect Charge' option enables users to charge a customer’s saved card to collect payments for invoices.
• 📤 Users can export invoice details to a CSV file, which will be sent to their registered email address for download.

Q & A

What can be viewed under the 'Invoice' tab in Pabbly Subscription Billing?

The 'Invoice' tab displays a list of all generated invoices in your account, including both successful and failed transactions.

What do the colored dots next to invoices represent?

The colored dots represent different invoice statuses: paid invoices, refunded invoices, and invoices sent to customers but with unpaid statuses.

How can you view the details of a specific invoice?

You can click on the blue highlighted invoice number to open and view the details of a specific invoice.

Is it possible to customize invoices in Pabbly? If so, how?

Yes, invoices are fully customizable by going to 'Settings' and then 'Invoice Settings.' However, customization is covered in a separate tutorial.

What information is included in an invoice?

The invoice includes all details related to the transaction, including a list of all transactions associated with the particular invoice.

How can you add a note to an invoice?

You can add a note to an invoice by entering the note in the provided field and clicking the 'Submit' button. The note will then appear at the bottom of the invoice.

What are the options available after viewing an invoice?

After viewing an invoice, you can send it to the customer, print it, or delete it. Deleting is irreversible, so caution is advised.

What does the 'Record Payment' option do?

The 'Record Payment' option allows you to manually record a payment if the customer paid through another method, like cash, outside of Pabbly's checkout page.

How does the 'Collect Charge' option work?

The 'Collect Charge' option allows you to charge the customer's card directly if a card is associated with their account. Once the payment is successful, the invoice status changes to 'Paid.'

Can you export invoice data from Pabbly?

Yes, you can export invoice details by selecting the invoices you want to export and using the export icon. The data will be sent in a CSV file to your registered email address.

Outlines

00:00

💬 Introduction to Pabli Invoice Tab

In this video, the focus is on discussing the Invoice tab in Pabli Subscription Billing. Upon clicking the tab, users can see a list of generated invoices for both failed and successful transactions. Different colored dots represent the status of these invoices: paid, refunded, or sent but unpaid. The interface shows how to view and manage individual invoices for each transaction.

🔍 Viewing and Customizing Invoices

The speaker demonstrates how to view an invoice by selecting a specific invoice number. The invoice layout is customizable through settings, but that feature is covered in another video. The invoice contains details of the associated transaction, and users can add notes to it. For example, after adding a note, it is displayed at the bottom of the invoice. Users can send the invoice via email, print it, or delete it, but deletion is permanent and irreversible.

📝 Adding Notes and Managing Invoice Actions

The video elaborates on the available actions once an invoice is opened. After showing how to add a note, the speaker explains that the invoice can be sent to customers through email. Additionally, users have the option to print or delete the invoice, with a warning that deletion is permanent and cannot be undone.

💰 Recording Payment for Pending Transactions

The speaker dives into the 'Record Payment' option for transactions that are still pending. For example, if a customer pays through an alternative method like cash, users can manually record this payment. After inputting details such as the payment mode and remarks (e.g., 'paid through cash'), the invoice status is updated to 'paid', and the customer's subscription becomes active.

⚡ Collecting Charges Automatically

Next, the video covers the 'Collect Charge' option. Using a specific invoice as an example, the speaker explains how to collect payments automatically if the customer has an associated card. After charging the card, the invoice status changes to 'paid'. The speaker also mentions that subscriptions can be created manually, with further guidance available in other tutorials.

📊 Exporting Invoice Details

Finally, the video explains the process of exporting invoice details. Users can select the invoices they want to export and, with the click of an icon, receive a CSV file in their registered email. This file contains all relevant invoice details for further review. The video ends with an invitation to reach out to Pabli support via email for any questions.

Keywords

💡Invoice Tab

The Invoice Tab is a section in Pabbly Subscription Billing where users can view all invoices related to their account. It provides details about both failed and successful transactions. Users can access individual invoices and perform actions such as viewing, printing, or deleting invoices. The video demonstrates the functionality of the Invoice Tab by showing a sample invoice for a product and walking through its features.

💡Paid, Refunded, Sent Statuses

These are statuses that indicate the condition of an invoice. 'Paid' indicates the invoice has been settled, 'Refunded' means the amount was returned to the customer, and 'Sent' refers to invoices sent to the customer but awaiting payment. These statuses help users track the current state of their invoices in Pabbly Subscription Billing. The video explains how these statuses appear as colored dots next to the invoices.

💡Customizable Invoice

Pabbly allows users to customize their invoices according to their preferences by modifying the invoice settings. Customization could include adjusting the layout, adding logos, or changing details displayed in the invoice. Although this video doesn't dive deep into customization options, it mentions that a separate video covers this in detail, emphasizing how Pabbly offers flexibility in invoice presentation.

💡Add Note to Invoice

Users can add personalized notes to specific invoices, which will be reflected at the bottom of the invoice. This feature is useful for adding context or details related to a transaction. In the video, a demonstration is given where a note is added and submitted, and then it appears at the bottom of the selected invoice.

💡Record Payment

The 'Record Payment' option allows users to manually log a payment that was made outside Pabbly's system, such as through cash or bank transfer. This option ensures that even non-digital transactions are properly recorded in the system. In the video, an example is given where a pending transaction is recorded as paid after a customer paid via cash.

💡Collect Charge

The 'Collect Charge' feature enables the system to charge the customer’s card automatically if the card is associated with their account. This is particularly useful for pending payments that need to be processed. The video shows an example where a customer named John Smith's card is charged, and the invoice status updates from 'Sent' to 'Paid' after the charge.

💡Pending Status

The 'Pending Status' refers to transactions that have not yet been completed, either because the customer has not paid or the payment method has not been charged. The video gives an example where a transaction is still pending, and the video explains how the user can record a payment manually to update the status to 'Paid'.

💡Export Invoice Data

Users can export invoice data from the system, choosing specific invoices to export in CSV format. This is useful for users who need to analyze or maintain offline records of their transactions. In the video, this feature is highlighted by showing how users can export selected invoices and receive them via email.

💡Subscription Status

A customer’s subscription status indicates whether their service is active or inactive based on payment or other factors. The video explains that when a payment is recorded (either manually or automatically), the customer’s subscription status turns to active. This ensures that only paying customers have access to the services they’ve subscribed to.

💡Manual Subscription Creation

Pabbly allows users to create subscriptions manually rather than through automated processes or checkout pages. This is important for businesses managing customers who prefer to subscribe through offline means or other channels. In the video, a manual subscription is referenced, showing the flexibility of subscription management in the platform.

Highlights

Introduction to the invoice tab in Pabbly Subscription Billing.

The invoice tab displays a list of all generated invoices, both successful and failed transactions.

Invoices are color-coded to indicate paid, refunded, or unpaid statuses.

Clicking on an invoice number allows you to view a customizable version of that invoice.

Invoice customization can be done through settings under 'Invoice Settings,' explained in a separate video.

Each invoice contains details of the transaction and associated notes can be added.

A note can be added to the invoice by clicking on 'Add Note' and submitting it.

Invoices can be sent to customers via email or printed directly.

Deleting an invoice is irreversible; once deleted, it cannot be retrieved.

Pending transactions can be manually recorded if payment is made through other methods, such as cash.

Manual payment records include specifying the payment mode and details, updating the invoice status to 'Paid.'

The 'Collect Charge' option allows automatic charging of the customer’s associated card for unpaid invoices.

Once payment is collected, the invoice status automatically updates to 'Paid.'

Invoices can be exported to a CSV file and sent to the registered email address.

For additional assistance, viewers are encouraged to contact Pabbly support via email.

Transcripts

hello everyone welcome to pabli in this

video we're going to discuss about the

invoice tab in public subscription

billing so when you click on the invoice

tab you see you see a similar screen to

what you're seeing right now on my

screen

so you'll have all the list of invoices

that have been generated in your account

whether they are for fail transaction or

for a successful transaction also you

have

these dots which represent in paid

invoices refunded invoices and invoices

that have been sent but the payment has

not been made by the customer yet

and to view the invoice for example if

you want to view this

invoice for the product which was

designing and the plan was one time plan

you can click on the

blue highlighted invoice number and this

invoice appears in front of me this

invoice is totally customizable you can

customize it going into settings and

invoice settings

but for now we'll not get into that

because we have a separate video

explaining how you can add an os

settings we'll go back to the invoice

tab and open the invoice and see what

else do we have

so this invoice is gonna have every

detail related to the transaction which

you can see here and all the transaction

associated with this particular invoice

is going to be listed in this list and

if you want to add a node to this

particular invoice then you can add it

from here for the demonstration i'll add

a note here

and i'll click this button and submit

this you'll see that this note will

appear at the bottom of the invoice

and then

you can

send this directly to your customer and

they'll receive it on their email and if

you want to print it you can use this

option and and if you want to delete it

you can use this button to delete it but

be sure that you really want to delete

it because this action is irreversible

you cannot retrieve the invoice back

it close this invoice and we have some

other options

like record payment and collect charge

we'll understand them one by one so

first we'll discuss the record payment

so we see that this transaction is still

in pending key

so we see that this transaction is still

in pending status

that means we have not collected payment

for this but for example this person who

is trying to purchase this comes to me

and pays through some other mode like

cash or any other mode uh other than the

pablis checkout page

so

we have received the payment but the

transaction is still in pending and the

subscription is inactive for this

particular customer

so we can record that payment that he

made through other mode by this option

for example if they made made the

payment through cash then i will record

the payment that if the more mode of

payment was cash and the payment was

collected by me

and if there's something that i need to

mention i'll mention like like paid

through cash

and i'll save this

so you see my invoice status have turned

to paid and this transaction was

has been now successfully activated

and this customer subscription is an

active state

now we'll discuss about the collect

charge option that we have

so we'll take example of this

transaction this invoice number 48 the

customer is john smith and the

invoice status is as sent

this subscription was created manually

if you do not know how to create a

manual subscription you can watch one of

our tutorials and for now we'll see how

we can collect charge for this

transaction so if this customer has

associated any card

in his account

so i can simply charge the card to

collect the payment and the payment has

been successfully made and this invoice

status have also turned to paid so this

is the option of collect charge that we

have in public

similarly you can export the details of

your invoice as well by choosing the

invoices that you want to export and

using this icon in a csv file is going

to be sent on your registered email

address which you can download and see

so this is all about invoices tab if you

have any questions or confusion let us

know at admin at the readpably.com so we

can assist you thanks for watching